BKLC vs SCHD

ABKLC

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,925BKLC · IVV $17,177

Lowest cost0.00%BKLC · $0 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.5%BKLC and SCHD

BKLC

SCHD

BNY Mellon US Large Cap Core Equity ETF · $6.7BSchwab U.S. Dividend Equity ETF · $120B

+23.3%3 years · per year$18,749 · $17,266+20.0%

+12.4%5 years · per year$17,925 · $16,267+10.2%

0.00%Expense ratio$0 · $6 on $10k · lower wins0.06%

2.27%12-mo yield$227 · $300 on $10k3.00%

−9.1%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBKLC · SCHD

0.6%CVX4.0%

0.6%PG4.5%

0.6%KO4.3%

0.6%MRK3.8%

Held in common8.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk	0.00%	2.27%	+0.4%	+9.2%	+10.7%	+23.3%	+12.4%	−9.1%	$6.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk	0.00%	2.27%	+0.4%	+9.2%	+10.7%	+23.3%	+12.4%	−9.1%	$6.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BKLC vs SCHD

BKLC

BNY Mellon US Large Cap Core Equity

$17,925

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureBKLCSCHD

Fee0.00%0.06%

Cost on $10k a year$0$6

Yield2.27%3.00%

5 years, per year+12.4%+10.2%

3 years, per year+23.3%+20.0%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.9%11.7%

3–3measures won
level

8.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: BKLC, SCHD, IVV

Today

95.6%most shared, BKLC and IVV

BKLCSCHDIVV

BKLC—8.5%95.6%

SCHD8.5%—8.7%

IVV95.6%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

BKLC$227 − $0 = $227

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee